Loomis Sayles Strategic Income B
399 Boylston Street 12th Floor Boston MA 02116
Map
Phone: 800-225-5478
| Category: | Multisector Bond | | Fund Family: | Natixis Funds | | Net Assets: | 148.08M | | Year-to-Date Return: | 36.30% | | Yield: | 5.39% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-95 |
|
Daniel J. Fuss
Lead Manager since
01-May-95 | | | Dan Fuss, CFA, CIC: began investment career in 1958; joined Loomis Sayles in 1976; has managed the Fund since inception; MBA, Marquette University. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks high current income; growth of capital is a secondary consideration. The fund normally invests all of assets in income producing securities with a focus on U.S. corporate bonds, convertible securities, foreign debt instruments. It may invest up to 35% of assets in preferred stocks and dividend-paying common stocks. The fund may also invest in zero coupon securities, mortgage backed securities, stripped mortgage backed securities, collateralized mortgage obligations, and asset backed securities, REITs, Rule 144A securities, repurchase agreements and convertible securities. |
| Last Dividend
(24-Nov-09):
| 0.06 | | Last Cap Gain
(29-Dec-08):
| 0.08 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 104.85% |
|
| Expense | NEZBX | Category
Avg | | Total Expense Ratio: | %
| 1.15% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.02% | | Max Deferred Sales Load: | 5.00%
| 2.54% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $528 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $818 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,632 |
|
|
0.20% Nasdaq 
Profile
